Tyler Purcell
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.
Balance Wealth · Columbus, Ohio
Tyler Purcell is a fee-only financial advisor at Balance Wealth in Columbus, Ohio. Tyler charges a percentage of assets, a one-time planning fee, a monthly retainer and a subscription and focuses on crypto & digital assets, small business owners and equity compensation.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Founders
- Early-career professionals
About
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
Facts
| Firm | Balance Wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Percentage of assets · One-time planning fee · Monthly retainer · Subscription |
| Assets under management | $100M - $500M |
| Firm founded | 2012 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in OH, TX · CRD 6103254 |
| Exams passed | Series 66 (2012) · Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | balancewealth.com |
| Profile |
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Questions about Tyler
Is Tyler Purcell a fee-only financial advisor?
Yes. Tyler Purcell is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tyler's firm.
How does Tyler charge for financial advice?
Tyler charges a percentage of assets, a one-time planning fee, a monthly retainer and a subscription.
Where is Tyler Purcell based?
Tyler Purcell is based in Columbus, Ohio.
What does Tyler specialize in?
Tyler's specialties include crypto & digital assets, small business owners, equity compensation, sustainable & impact investing, pension planning and family wealth transfer. Tyler works with HENRY (High Earners, Not Rich Yet), founders and early-career professionals.
Is Tyler Purcell registered with the SEC?
Yes. Tyler Purcell is registered as an investment adviser representative in OH and TX (CRD 6103254), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Balance Wealth manage?
Balance Wealth reports $100M - $500M in assets under management.
How do I contact Tyler Purcell?
Through Tyler's website, balancewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Balance Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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